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Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,256 | $67,214-83.3% | $61,491-81.7% | $134,545-91.6% |
| Participation rate | 71.4% | 83.7%-12.3pp | 79.3%-7.9pp | 81.2%-9.8pp |
| Annual return | 0.00% | -12.08%+12.1pp | -12.98%+13.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $825 | $4,974-83.4% | $4,246-80.6% | $4,742-82.6% |
| Participant deferral / active EE | $7,405 | $6,103+21.3% | $5,188+42.7% | $6,401+15.7% |
| Admin fee / account holder | $0 | $4,610-100.0% | $4,312-100.0% | $11,431-100.0% |